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Portfolio (Quarterly) Guide ↗

Haven Private, LLC

· CIK 0002053665
13F Portfolio $229M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 161 New
Page 8 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FFIV F5 INC Technology 1,082.0 $276K 0.12% NEW $255.26 +49.5%
142 XOM EXXON MOBIL CORP Energy 2,276.0 $274K 0.12% NEW $120.36 +22.3%
143 VV VANGUARD INDEX FDS 858.0 $270K 0.12% NEW $314.80 +10.3%
144 AVDS AMERICAN CENTY ETF TR 3,843.0 $268K 0.12% NEW $69.81 +13.9%
145 FXC INVESCO CURRENCYSHARES CDN D Financial Services 3,653.0 $260K 0.11% NEW $71.18 -0.4%
146 MRK MERCK & CO INC Healthcare 2,415.0 $254K 0.11% NEW $105.26 +13.7%
147 SCHX SCHWAB STRATEGIC TR 9,439.0 $254K 0.11% NEW $26.91 +10.3%
148 BA BOEING CO Industrials 1,161.0 $252K 0.11% NEW $217.12 +5.3%
149 SHOP SHOPIFY INC Technology 1,559.0 $251K 0.11% NEW $160.97 -29.7%
150 QQQ INVESCO QQQ TR Financial Services 399.0 $245K 0.11% NEW $614.38 +19.7%
151 HYG ISHARES TR 2,976.0 $240K 0.10% NEW $80.63 -0.5%
152 IWF ISHARES TR 500.0 $237K 0.10% NEW $473.30 -73.2%
153 CRWD CROWDSTRIKE HLDGS INC Technology 500.0 $234K 0.10% NEW $468.76 +44.3%
154 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 3,531.0 $221K 0.10% NEW $62.46 -1.7%
155 COST COSTCO WHSL CORP NEW Consumer Defensive 232.0 $200K 0.09% NEW $862.34 +15.8%
156 HL HECLA MNG CO Basic Materials 10,000.0 $192K 0.08% NEW $19.19 -7.5%
157 DNOW DNOW INC Energy 12,898.0 $171K 0.07% NEW $13.25 +1.2%
158 CLSK CLEANSPARK INC Technology 11,757.0 $119K 0.05% NEW $10.12 +81.3%
159 BBBY BED BATH & BEYOND INC Consumer Cyclical 20,835.0 $114K 0.05% NEW $5.46 +17.3%
160 ZONE CLEANCORE SOLUTIONS INC Industrials 250,000.0 $65K 0.03% NEW $0.26 +200.8%
Page 8 of 9  ·  161 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Financial Services 32.1%
Industrials 10.4%
Healthcare 7.6%
Communication Services 5.8%
Consumer Defensive 4.8%
Consumer Cyclical 4.2%
Energy 1.0%
Basic Materials 0.8%